Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,586 | $114,712+42.6% | $173,730-5.8% | $87,485+87.0% |
| Participation rate | 97.1% | 73.0%+24.1pp | 79.6%+17.6pp | 68.9%+28.2pp |
| Annual return | 15.50% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $7,062 | $2,904+143.2% | $4,577+54.3% | $2,596+172.0% |
| Participant deferral / active EE | $7,291 | $4,642+57.1% | $6,326+15.2% | $4,274+70.6% |
| Admin fee / account holder | $13,525 | $10,210+32.5% | $17,523-22.8% | $7,775+74.0% |